Commit Graph

4 Commits

Author SHA1 Message Date
Jakob Wennberg ec27228a8e style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890)
Em dashes (—) and en dashes (–) had spread across comments, docs, tests,
and a few UI strings, reading as AI-generated boilerplate rather than
house style. Replaced each with punctuation matching its context: colon
for explanatory clauses, comma for asides, plain hyphen for numeric/legal
ranges (e.g. "21-23§"), "to"/"till" for date ranges, parentheses for
paired-dash asides. messages/en.json and messages/sv.json were fixed by
hand together to keep sv/en in sync.

Left untouched where the dash is the functional subject rather than
decorative punctuation: date-range-parser.ts's separator regex,
charset-repair.ts's CP1252 byte-mapping table (and its test), the SIE
encoding mojibake docs, generic-csv.ts's minus-sign normalizer, the
agent system-prompt files that already instruct against em dashes, and
a golden iXBRL test fixture compared byte-for-byte.

Also fixes two bugs surfaced along the way: an off-by-one in
ApiKeysPanel's scope-label split (a leftover from an earlier partial
pass), and a charset-repair test that had lost the literal en-dash it
exists to verify.

Regenerated the agent atom seed migration (skills:generate) since 27
SKILL.md files changed. Added a CLAUDE.md rule against em/en dashes,
with an explicit carve-out for the functional-dash cases above.

Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-04 15:58:06 +02:00
Jakob Wennberg fb3f0a9cee feat(dimensions): PR9 cutover — cost_center/project become GENERATED columns, dual-write removed (#870)
The dual-write window ends (dev_docs/dimensions_implementation_plan.md PR9):
journal_entry_lines.cost_center/project are now GENERATED ALWAYS AS
(NULLIF(dimensions->>'1'/'6','')) STORED — divergence from the bag is
impossible by construction instead of by convention.

- migration 20260702230000: drift pre-flight (refuses cutover on
  inconsistent data; prod verified 0 drift across 593k rows), column swap
  (DROP metadata-only + one-rewrite ADD pair), and atomic redefinition of
  the two SQL writers — retag_line_dimensions (SET dimensions only) and
  bulk_book_transactions (INSERT names the bag only)
- TS writers stripped of the mirror spread: engine buildLineInserts
  (covers create/update/reversal), storno-service (reversal + correction),
  SIE import bulk insert, sandbox seed
- lineDimensionColumns() removed from dimension-resolver — nothing derives
  mirrors in TypeScript anymore; normalizeLineDimensions + the deprecated
  cost_center/project INPUT aliases stay (API contract, they normalize
  into the bag); JournalEntryLine ROW type keeps the fields (generated
  columns still SELECT)
- immutability carve-out unchanged BY DESIGN: its whole-row diff already
  subtracts dimensions/cost_center/project on both sides, which is exactly
  what makes it correct with generated columns (BEFORE-trigger NEW carries
  not-yet-recomputed mirror values)
- audited every reader (v1 journal-entries, MCP query_journal filters +
  group_by, rc-basis-gaps) — reads are untouched; no index, view, or
  constraint referenced the TEXT columns, so DROP COLUMN cascades nothing
- new pg suite: generated derivation, explicit-mirror-write rejection,
  draft-update recompute; existing retag/substrate/bulk-book suites
  updated to bag-only writes (their mirror assertions now exercise the
  generation expression)

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-02 23:28:42 +02:00
Jakob Wennberg 11126d6d56 feat(dimensions): PR3 tagging — voucher-form pickers, MCP dimension tools with resolve-don't-select, engine soft validation (#859)
Phase 3 of dev_docs/dimensions_implementation_plan.md. Companies with
dimensions_enabled=false see zero change; existing free-text API writers keep
working (validation is toggle-governed).

Engine (soft validation):
- validateEntryDimensions() in dimension-resolver: zero queries for untagged
  entries; toggle off → passthrough; toggle on → one settings fetch + two
  registry queries, rejects unknown dims/codes and archived values with
  Swedish per-code messages (DimensionValidationError, 400, details.issues).
  Wired into createDraftEntry + updateDraftEntry before any insert; reversal/
  storno paths untouched (verbatim copies). Fails open on transient registry
  errors — soft validation must never block bookkeeping.

MCP (agent write path):
- New tools: gnubok_list_dimensions, gnubok_list_dimension_values (fuse.js
  fuzzy), gnubok_create_dimension_value (STAGED via pending_operations —
  agents never silently mint reporting values; new op type + CHECK migration
  + executor with duplicate-idempotency).
- create_voucher/correct_entry: per-line dimensions bag + default_dimensions,
  resolve-don't-select server-side (code OR natural-language name; exact →
  fuzzy ≤0.30 with ≥0.15 runner-up margin; non-exact resolutions echoed with
  confidence; ambiguous → ranked candidates, no auto-create).
- gnubok_get_agent_briefing gains a dimensions block (enabled, dims, top
  values) — omitted when registry empty.
- TOOL_SCOPE_MAP entries; risk tier low for staged value creation.

UI:
- JournalEntryForm (manual voucher + TransactionBookingDialog embed): header
  "+ Kostnadsställe/Projekt" progressive disclosure (gäller alla rader with
  documented inheritance rule) + per-row tag popover + compact KS·PR badges;
  gated on dimensions_enabled.
- Voucher detail: display-only dimension badges with registry-name resolution.
- EditDraftEntryDialog carries line dimensions so editing a draft no longer
  strips tags.

categorize/bulk_book dims deferred to PR7 (needs the bulk_book RPC migration).

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-02 13:36:45 +02:00
Jakob Wennberg 8cc2efb083 feat(dimensions): PR1 substrate — SIE-native registry + dimensions JSONB on journal lines (#857)
* feat(dimensions): substrate — SIE-native registry + dimensions JSONB on journal lines (PR1)

Implements phase 1 of dev_docs/dimensions_implementation_plan.md:

- New company-native registry tables: dimensions (= SIE #DIM/#UNDERDIM,
  seeded is_system 1=Kostnadsställe / 6=Projekt via ensure_company_dimensions,
  nullable bare firm_id) and dimension_values (= #OBJEKT), full RLS incl.
  DELETE, audit + updated_at triggers, guard triggers (system dims undeletable,
  sie_dim_no immutable, values referenced by posted lines archive-not-delete).
- journal_entry_lines.dimensions jsonb NOT NULL DEFAULT '{}' as the single
  source of truth ({sie_dim_no: object_code}), CHECK object-typed, GIN
  (jsonb_path_ops) + partial expression indexes on dims 1/6. Inherits posted-
  line immutability from the existing trigger with zero new triggers.
- Backfill: representation copy of legacy cost_center/project text into the
  JSONB map (trigger-disabled, schema_sync precedent); legacy cost_centers/
  projects registry rows copied into dimension_values; inactive placeholder
  values for orphaned free-text codes.
- Dual-write: engine buildLineInserts + storno/correction/date-move now derive
  cost_center/project mirrors from the map via lib/bookkeeping/dimension-resolver.ts
  (normalizeLineDimensions / lineDimensionColumns); reversal copies dims.
- CreateJournalEntryLineInput + shared Zod line schema gain a dimensions bag
  (cost_center/project stay as deprecated aliases); pending-ops voucher lines
  coerce it.
- CI ratchet: direct-jel-insert check in no-new-antipatterns.mjs — inserts into
  journal_entry_lines outside sanctioned writers fail CI.
- pg-real suite: registry RLS/guards/retention, ensure_company_dimensions
  tenant guard, dims frozen on posted lines, CHECK enforcement (13 tests).

Non-breaking: companies without dimensions see zero change; no UI yet.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(dimensions): address review findings — canonical keys, boundary-validated staged bags, migration guidance

- normalizeLineDimensions canonicalizes numeric keys ('01' -> '1') so
  leading-zero keys can't split values or miss the cost_center/project mirrors
  (PR Agent finding).
- New coerceDimensionsBag() in dimension-resolver is the single boundary
  validator for untyped staged payloads, enforcing the same constraints as the
  Zod line schema (string-only values, 1-40 chars, no SIE-framing chars,
  canonical keys). pending-operations normalizeVoucherLines now uses it —
  staged payloads can no longer bypass API-layer validation via numeric
  coercion (compliance-swarm V2.2/V1.2.5/PI1.1, Swedish review finding 4).
- Migration backfill comment now spells out the exact conditions under which
  the trigger-disable pattern is defensible (BFL 5:5 / BFNAR 2013:2) and what
  a future reviewer must verify before reusing it (Swedish review finding 2).
- 10 new resolver tests incl. reversal-parity (empty bag + aliases ==
  alias-only) proving the reverseEntry and storno paths normalize identically
  (PR Agent finding 1).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(dimensions): round-2 review — shared Zod schema, transactional backfill, empty-string guard

- DimensionsBagSchema now lives in dimension-resolver as the single source of
  truth; CreateJournalEntryLineSchema and coerceDimensionsBag both delegate to
  it, so the API layer and the staged pending-operations path provably cannot
  drift (compliance-swarm V2.2). coerceDimensionsBag switches to whole-bag
  semantics: any invalid entry rejects the bag, exactly like the API schema.
- Migration backfill now runs DISABLE TRIGGER / UPDATE / ENABLE TRIGGER inside
  one transaction — the ACCESS EXCLUSIVE lock from ALTER TABLE holds until
  COMMIT, so no concurrent writer can slip an unguarded line write into the
  window during a live apply (compliance-swarm V1.2, Swedish review finding 1).
- NULLIF guard: empty-string legacy mirrors can no longer mint {"n":""}
  entries the resolver would interpret as "cleared" (PR Agent round-2 edge).
- COMMENT ON dimensions.resets_annually documenting the SIE4 #IB/#OIB
  semantics the PR2+ export path must honour (Swedish review finding 2).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-02 11:27:07 +02:00